12/09/16 – Friday’s Interest-ing Reads

  • The 200-day correlation between US stocks and the MSCI World Index is currently 45%. This is the second lowest level since 2008. (ValueWalk)
  • Don’t look now but China’s factory activity is booming again (Bloomberg)
  • Barely Half of 30-Year-Olds Earn More Than Their Parents (Wall Street Journal)
  • Cardiff Garcia talks with Nicholas Wapshott author of "Keynes-Hayek: the Clash that Defined Modern Economics" about where they would stand today. (ftalphaville.ft)
  • Somebody had to write about ‘network effects and increasing returns’ before they could be widely understood. (fastcompany)
  • David Letterman talks performance anxiety with Tina Fey. (hollywoodreporter)
  • Why fewer companies are going public and what we can do about it. (collaborativefund)
  • What Hunter Walk of Homebrew VC looks for in a startup. (producthunt)
  • Factors go in and out of style, adjust your expectations accordingly (ETF Trends)
  • Why Americans love Costco ($COST) warehouses. (fortune)
  • Patrick O’Shaughnessy talks with Joshua Brown about who he has learned from. (investorfieldguide)
  • The Art of the Probe (Epsilon Theory)
  • Remember gadgets? The tech industry has moved on. (nytimes)
  • A dozen things learned about negotiation. (25iq)
  • How podcasts are reinventing music journalism. (newstatesman)
  • You better hope these record highs in the Dow Jones continue (Almanac Trader)
  • Harry Stebbings talks with Scott Dorsey, co-founder of ExactTarget and Managing Partner at High Alpha. (thetwentyminutevc)
  • Brett McKay talks with Chris Bailey author of "The Productivity Project: Accomplishing More by Managing Your Time, Attention, and Energy." (artofmanliness)
  • Legos rock. (nymag)
  • Sean McLaughlin talks with Michael Martin about a willingness to lose leading to becoming a better trader. (soundcloud)
  • Mark Suster talks with Nick Moran about how economic theory affect venture capital investing. (fullratchet)
  • An illuminating talk with Marc Maron and Dana Carvey. (wtfpod)
  • Barry Ritholtz talks with James Gleick author of "Time Travel: A History." (ritholtz)
  • Mindless Eating & Finance (A Wealth Of Common Sense)
  • ICYMI: My Podcast with Patrick O’ Shaughnessy (TRB)
  • How to get more grit in your life. (freakonomics)
  • S&P Just Demolished One Big Distinction Between Emerging and Developed Markets (Bloomberg)
  • The rise of 911 and the decline in national homicide rates. (papers.ssrn)
  • Groups look down newbies but they wouldn’t exist for long without them. (theatlantic)
  • Is the economy out of big ideas? (wsj)
  • Robin Powell talks with Barry Ritholtz and Josh Brown about the inaugural Evidence-Based Investing conference. (ritholtz)
  • The 12 best podcasts of 2016. (businessinsider)
  • A discussion about Howard Marks’ classic book "The Most Important Thing." (parkergale)
  • Coding academies are leaving students disappointed with their job prospects. (bloomberg)
  • If you want to pre-order the book Mike and Sean talk about Tony Saliba’s "Managing Expectations: Driving Profitable Option Trading Outcomes Through Knowledge, Discipline, and Risk Management" click here: (managingexpectationsbook)
  • Why can’t Canada innovate? (thewalrus.ca)
  • What Investors Got Wrong In 2016 (ETF.com)
  • What the Thiel Fellowship has become a haven for entrepreneurs over time. (backchannel)
  • Investment News did a thing on my talk in Miami yesterday (Investment News)

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